A data-driven investigation into retention for AI apps
- AI-native companies are reshaping what we call “recurring” revenue, but the bigger risk is durability.
- Retention for AI-native companies looks more like B2C and is dramatically lower than classic B2B SaaS.
- A lot of AI is easy to buy, easy to cancel. The fix is earning habit: deeper workflow fit, tighter integrations, and clearer differentiation from general LLMs.